+506.5%
HBM vs BUD
+44.4%
+462.1%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BUD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.2% | +1.6% | +0.5% |
| 7D | +5.5% | -1.3% | +6.8% | +6.2% |
| 30D | +3.3% | -6.1% | +9.4% | +6.4% |
| 3M | +12.7% | -3.8% | +16.4% | +14.0% |
| 6M | +28.2% | +8.2% | +20.0% | +20.8% |
| YTD | +45.3% | +23.6% | +21.7% | +28.8% |
| 1Y | +121.7% | +33.4% | +88.3% | +88.7% |
| All | +506.5% | +44.4% | +462.1% | +389.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BUD.
Daily Out/Under-Performance
Portfolio return minus BUD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BUD return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded BUD wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling